Portfolio Management Specialist

Company: National Funding
Location: San Diego
Posted on: April 1, 2025

Job Description:

Portfolio Management SpecialistMonday-Friday, 7:30-4:00Hybrid Position: 3-days Onsite, 2-days RemoteNon-exempt/Hourly Pay Rate: $20.00-25.00 + BonusNational Funding is continuing to grow and has a great opportunity for a Portfolio Management Specialist (Collections). National Funding is a stable, fast growing fintech company in UTC area. This is a perfect fit for self-starters who enjoy working with customers to answer questions and solve problems in a fast-paced environment.What You'll Be Doing:This highly visible position provides customer support in a fast paced, sales driven organization. The Portfolio Management Specialist provides customer service regarding collection issues, processing and reviewing account adjustments, resolving client discrepancies and short payments. This position reports to the Portfolio Management team and serves as the primary contact for customer concerns. Manages portfolio of own deals.

• Functions as the primary contact for customer concerns regarding situations that would occur after a loan is funded, such as collection issues, unsolicited marketing materials, invoice tracking, account executives, rates, etc.
• Responsible for managing cases within their portfolio for daily returned payments; includes reaching out to customer to resolve the payment and provide instructions to accounting on how to reprocess the payment
• Responsible for monitoring and maintaining assigned accounts- customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos.
• Reconcile customer disputes as they pertain to payment of outstanding balances that are due.
• Accountable for reducing delinquency for assigned accounts, which entails a high volume of phone calls to customers.
• Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
• Must communicate and follow up effectively with the Sales Department regarding customer accounts on a timely basis.
• Prepare monthly delinquency notices
• Provide excellent and considerate customer service and internal and external customer interfaceAn Ideal Candidate Looks Like This:
  • 3 - 5 years' experience in a high volume corporate collections environment
  • Knowledge of billing and collections procedures
  • 2-3 years' experience working in a fast-paced environment
  • Proficient in Microsoft Office including Excel, Word, and Outlook.
  • Strong verbal and written communication skills
  • Excellent phone etiquette.
  • Critical thinker
  • Requires sound judgment
  • Ability to synthesize information and draw conclusions
  • Ability to discern when confidentiality must be observed.
  • Requires excellent organizational skills and attention to detail.
  • Ability to prioritize work and shift priorities quickly, and handle multiple assignments and tasks simultaneously.Why National Funding?
    • Growing, successful company preparing to almost double in size over the next year (this is your opportunity to get in on the ground floor)
    • Positive, energetic, passionate, business casual environment with management who committed to your success
    • Fantastic benefits package including a 401(k) match. Eligibility for all benefits will start the first of the month following hire date.
    • Numerous employee events throughout the year, including our annual traditions such as a Day at the Del Mar Racetrack, Del Mar Mud Run, Bring Your Kid to Work Day, Holiday Party, Employee and Family Picnic, sporting events and moreNational Funding is one of the country's leading financial technology companies for small and medium-sized businesses, providing working capital loans, equipment financing, merchant cash advances and credit card processing. For three years running, we have been ranked by the San Diego Business Journal as one of the 100 Fastest Growing Private Companies in San Diego and listed on the Inc. 5000 List of America's Fastest Growing Private Companies. We serve the small business community nationwide by offering a range of financial services and products. Since 1999, National Funding has loaned nearly $1.5 billion to over 25,000 small businesses in hundreds of communities and industries. As we have grown, so too has our product line, and now we are ranked as one of the country's top 10 largest private lenders of small business loans. Our customers call on us to get working capital, merchant cash advances, credit card processing, and, equipment leasing.National Funding is an Equal Opportunity Employer.
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Keywords: National Funding, San Diego , Portfolio Management Specialist, Executive , San Diego, California